1 Ecma TC45 – Office Open XML Formats Jean Paoli & Isabelle Valet-Harper – Microsoft, TC45 co-Chairs Adam Farquhar – British Library, TC45 Vice Chair Brian.

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Ecma TC45 – Office Open XML Ecma TC45 – Office Open XML FormatsFormatsEcma TC45 – Office Open XML Ecma TC45 – Office Open XML FormatsFormats

Jean Paoli & Isabelle Valet-Harper – Microsoft, TC45 co-ChairsAdam Farquhar – British Library, TC45 Vice Chair

Brian Jones – Microsoft, TC45 Technical Architect

Ecma General Assembly – Nice – December 8Ecma General Assembly – Nice – December 8Ecma General Assembly – Nice – December 8Ecma General Assembly – Nice – December 8

Ecma/GA/2005/157Ecma/TC45/2005/005

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AgendaAgenda

Problem Statement : why Office Open XML now?Problem Statement : why Office Open XML now?

ContributorsContributors

TC45 Terms of Reference (ToR)TC45 Terms of Reference (ToR)

Ecma International, Key to successEcma International, Key to success

Approval for Ecma TC45 and ToR?Approval for Ecma TC45 and ToR?

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The Universal Role of DocumentsThe Universal Role of Documents

Core to human activitiesCore to human activities

Writing represented key milestones in human Writing represented key milestones in human developmentdevelopment

Access to writing always defined key societal Access to writing always defined key societal progressprogress

Across continents and across culturesAcross continents and across cultures

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Fortunately - The Information Technology Age Fortunately - The Information Technology Age enabled the creation of documents simply and enabled the creation of documents simply and massivelymassively

Unfortunately – It is difficult to share, exchange, Unfortunately – It is difficult to share, exchange, preserve information – Billions of documents in preserve information – Billions of documents in binary formatsbinary formats

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A Vision being realizedA Vision being realized

The XML Dream – Changing the world of The XML Dream – Changing the world of InformationInformationData Interoperability at a universal scaleData Interoperability at a universal scale

Databases, Connectivity, Services, Workflow, Databases, Connectivity, Services, Workflow, DocumentsDocuments

Unified Vision - Documents and DataUnified Vision - Documents and Data

XML Community, SGML Community, ISOXML Community, SGML Community, ISO

Charles Goldfarb, Jon Bozak, Tim Berners Lee, Many Charles Goldfarb, Jon Bozak, Tim Berners Lee, Many othersothers

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Strategic Industry Alignment XML & XML Web Services standards Strategic Industry Alignment XML & XML Web Services standards Remove barriers to enable data interoperability e.g. across Documents Remove barriers to enable data interoperability e.g. across Documents & Servers& ServersEnabler for Mobile Devices, Multiple Form FactorsEnabler for Mobile Devices, Multiple Form FactorsEnable new scenarios - Document and Data intertwinedEnable new scenarios - Document and Data intertwined

Shared service oriented Shared service oriented architecturearchitecture

(fx http, XML, SOAP, WSDL, UDDI)(fx http, XML, SOAP, WSDL, UDDI)

XML StrategyXML StrategyBuilt –by design– for InteroperabilityBuilt –by design– for Interoperability

Documents

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Imagine a World of XML DocumentsImagine a World of XML Documents

Data access via spreadsheets, documents, Data access via spreadsheets, documents, presentationspresentations

Backend LOB systems focused on integration via Backend LOB systems focused on integration via XMLXML

Content in formats drive everyday business Content in formats drive everyday business processesprocesses

More useful web services applicationsMore useful web services applications

Millions of developersMillions of developers

Smart workflow managementSmart workflow management

Powerful content managementPowerful content management

Auditing, tracking, regulatory requirementsAuditing, tracking, regulatory requirements

Interoperability across groups, divisions, Interoperability across groups, divisions, companies, productscompanies, products

Public records maintenancePublic records maintenance

Preservation of our written digital HeritagePreservation of our written digital Heritage

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A wide set of interests A wide set of interests A wide set of usersA wide set of users

Industry (e.g. Oil, Optics, Aeronautics)Industry (e.g. Oil, Optics, Aeronautics)

Service (e.g. Banking, …)Service (e.g. Banking, …)

Digital Archival (e.g. Libraries, Public Records)Digital Archival (e.g. Libraries, Public Records)

Software & Services (e.g. Vendors, Integrators)Software & Services (e.g. Vendors, Integrators)

Regulatory Information (e.g. Governments)Regulatory Information (e.g. Governments)

Various sizes of organizations (multinationals, Various sizes of organizations (multinationals, medium or small businesses, individuals)medium or small businesses, individuals)

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Why Office Open XML now?Why Office Open XML now?The stars are alignedThe stars are aligned

Industry adoption of XML across Software Industry adoption of XML across Software Infrastructure Across Platforms Infrastructure Across Platforms ((Databases, Databases, Connectivity, Services, Workflow, Connectivity, Services, Workflow, Documents)Documents)

Wide User DemandWide User Demand

Wide Governments and Public Institutions Wide Governments and Public Institutions needsneeds

Digital Preservation becoming criticalDigital Preservation becoming critical

We believeWe believeIt is great for public and private sector customers – It is great for public and private sector customers – the creators of documents.the creators of documents.

It is great for enabling new levels of integration with It is great for enabling new levels of integration with line of business applicationsline of business applications..

It is great for the industry to drive a new level of It is great for the industry to drive a new level of opportunitiesopportunities

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Challenges for XML DocumentsChallenges for XML Documents

An immense wealth of information is written in An immense wealth of information is written in Microsoft OfficeMicrosoft Office

Millions of users created Billions of documents Millions of users created Billions of documents over the past 10 - 20 yearsover the past 10 - 20 years

Migration to XML could be challenging if not Migration to XML could be challenging if not undertaken with due care for the pastundertaken with due care for the past

A critical demand from users – Backward A critical demand from users – Backward compatibility with previous documents is criticalcompatibility with previous documents is critical

Anything less than backward compatibility is Anything less than backward compatibility is massively disruptive to users and exposed them to massively disruptive to users and exposed them to loss of dataloss of data

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Office Open XML FormatsOffice Open XML Formats

Mature (>20 years) deep, broad set of Mature (>20 years) deep, broad set of characteristics used by billions of documents and characteristics used by billions of documents and millions of users – XML design and translation millions of users – XML design and translation started 9 years agostarted 9 years ago

Designed to represent Designed to represent allall information of .doc, .ppt, information of .doc, .ppt, .xls in XML .xls in XML

100% compatibility with .doc, .ppt, .xls100% compatibility with .doc, .ppt, .xlsAll format characteristics, styles, content, options in binary All format characteristics, styles, content, options in binary formats represented in open XML formatsformats represented in open XML formatsDefault format for Microsoft Office from now onDefault format for Microsoft Office from now on

Billions of existing documents to be converted to Billions of existing documents to be converted to XMLXML

Free add-ons for past versionsFree add-ons for past versions Default file format for Office 12Default file format for Office 12 Bulk converters for documentsBulk converters for documents

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A Historical DayA Historical Day

Today, Microsoft is asking Ecma to take the keys Today, Microsoft is asking Ecma to take the keys of a document technology that is widely used by of a document technology that is widely used by mankind to create written informationmankind to create written information

Today we respectfully ask Ecma to help us prepare Today we respectfully ask Ecma to help us prepare the future while preserving the pastthe future while preserving the past

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Respecting EU / IDABC Respecting EU / IDABC RecommendationsRecommendations

European UnionEuropean Union (IDABC)(IDABC)

http://europa.eu.http://europa.eu.intint//idabcidabc/en/document/2592/5588/en/document/2592/5588

“ “The use of open document formats, such as The use of open document formats, such as WordML, improves interoperabilityWordML, improves interoperability””

“ “Microsoft should consider the merits of Microsoft should consider the merits of submitting XML formats to an international submitting XML formats to an international standards body of their choice”standards body of their choice”

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Office Open XML Co Sponsors Office Open XML Co Sponsors AppleApple

Barclays Capital*Barclays Capital*

BP*BP*

British Library*British Library*

Essilor*Essilor*

Intel CorporationIntel Corporation

Microsoft CorporationMicrosoft Corporation

NextPage Inc.*NextPage Inc.*

Statoil ASA*Statoil ASA*

ToshibaToshiba

* Not currently members of Ecma International * Not currently members of Ecma International

We hope more We hope more companies will join the companies will join the TCTC

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Why Standardize Office Open XML?Why Standardize Office Open XML?

Represents a mature format ready for Represents a mature format ready for standardizationstandardization

Remove any barriers to adoption, allowing usage Remove any barriers to adoption, allowing usage in any scenario on any platformin any scenario on any platform

Collaborative effort with interested parties will Collaborative effort with interested parties will ensure that documentation meets widespread ensure that documentation meets widespread needs of developers and the industryneeds of developers and the industry

Microsoft providing royalty free access to MS IP Microsoft providing royalty free access to MS IP necessary to implement Office Open XMLnecessary to implement Office Open XML

Promotes industry leadership for participants, Promotes industry leadership for participants, across multiple industry communitiesacross multiple industry communities

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Wide Positive Response Across Wide Positive Response Across ContinentsContinents

Kazuhiro Fujisaki, General Manager, Platform Kazuhiro Fujisaki, General Manager, Platform Software, Software Division, Hitachi, Ltd.Software, Software Division, Hitachi, Ltd.  Christian Rupp, spokesperson of the Federal Christian Rupp, spokesperson of the Federal Platform Digital AustriaPlatform Digital AustriaGerd Schürmann , Director of the Gerd Schürmann , Director of the Competence Center and Business Unit for Competence Center and Business Unit for eGovernment, Fraunhofer Institute FOKUS, eGovernment, Fraunhofer Institute FOKUS, BerlinBerlinJanis Reirs, Minister for e-Government, Janis Reirs, Minister for e-Government, LatviaLatviaAlan Bellinger, e-Government eGIF Alan Bellinger, e-Government eGIF Accreditation Authority, United KingdomAccreditation Authority, United KingdomState of Massachusetts  ROMNEY State of Massachusetts  ROMNEY ADMINISTRATION ADMINISTRATION

+…So many others (see full text of quotes in the +…So many others (see full text of quotes in the slide comments)slide comments)

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Ecma TC45Ecma TC45

Office Open XMLOffice Open XMLToRToR

DescriptionDescription

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Term of Reference (ToR) for TC45Term of Reference (ToR) for TC45

Scope Scope

The goal of the Technical Committee is to produce a The goal of the Technical Committee is to produce a formal standard for office productivity applications formal standard for office productivity applications within the Ecma International standards process within the Ecma International standards process which is fully compatible with the Office Open XML which is fully compatible with the Office Open XML Formats. Formats.

The aim is to enable the implementation of the The aim is to enable the implementation of the Office Open XML Formats by a wide set of tools Office Open XML Formats by a wide set of tools and platforms in order to foster interoperability and platforms in order to foster interoperability across office productivity applications and with across office productivity applications and with line-of-business systems.line-of-business systems.

The Technical Committee will also be responsible for The Technical Committee will also be responsible for the ongoing maintenance and evolution of the the ongoing maintenance and evolution of the standard. standard.

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Term of Reference (ToR) for TC45Term of Reference (ToR) for TC45IntroductionIntroduction

The objective of full compatibility with the Office The objective of full compatibility with the Office Open XML Formats is adopted in order to :Open XML Formats is adopted in order to :

Guarantee continuous use of the existing base of Guarantee continuous use of the existing base of Microsoft Office documents without losing any of the Microsoft Office documents without losing any of the functionalities functionalities Document all the options, properties, formatting, Document all the options, properties, formatting, layout and other information of the existing layout and other information of the existing Microsoft Office document base using the W3C XML Microsoft Office document base using the W3C XML 1.0 language1.0 languageGuarantee interoperability by enabling standard-Guarantee interoperability by enabling standard-based XML 1.0 tools to create, read and write files based XML 1.0 tools to create, read and write files conforming to the standardized file format conforming to the standardized file format Support the needs of governments and businesses to Support the needs of governments and businesses to archive and preserve documents using an Open archive and preserve documents using an Open Standardized FormatStandardized FormatEnable standard transformations using W3C XSLT (or Enable standard transformations using W3C XSLT (or similar techniques) to extract or repurpose similar techniques) to extract or repurpose information from the file formatinformation from the file formatSupport integration of custom defined schemasSupport integration of custom defined schemas

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Term of Reference (ToR) for TC45Term of Reference (ToR) for TC45Program of WorkProgram of Work

(1) To Produce a formal Standard for office productivity (1) To Produce a formal Standard for office productivity documents which is fully compatible with the Office documents which is fully compatible with the Office Open XML Formats (1)Open XML Formats (1)This includes:This includes:

Produce a standard which is fully compatible with Produce a standard which is fully compatible with the Office Open XML Formats, including full and the Office Open XML Formats, including full and comprehensive documentation of those formats in comprehensive documentation of those formats in the style of an international standard, with the style of an international standard, with particular attention given to enabling the particular attention given to enabling the implementation of the Office Open XML Formats by implementation of the Office Open XML Formats by a wide set of tools and platforms in order to foster a wide set of tools and platforms in order to foster interoperability across office productivity interoperability across office productivity applications and with line-of-business systems applications and with line-of-business systems

Produce a comprehensive set of W3C XML Schemas Produce a comprehensive set of W3C XML Schemas for the Office Open XML Formats, with particular for the Office Open XML Formats, with particular attention given to self documentation of the attention given to self documentation of the schemas and testing of the XSDs for validation schemas and testing of the XSDs for validation using a wide variety of XSD tools of the market and using a wide variety of XSD tools of the market and cross platformcross platform

(1) To be submitted by Microsoft Corporation(1) To be submitted by Microsoft Corporation

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Term of Reference (ToR) for TC45Term of Reference (ToR) for TC45

Program of Work (cont)Program of Work (cont)

(2) To contribute the Ecma Office Open XML Formats (2) To contribute the Ecma Office Open XML Formats standards to ISO/IEC JTC 1 for approval and adoption standards to ISO/IEC JTC 1 for approval and adoption by ISO and IEC.by ISO and IEC.

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Term of Reference (ToR) for TC45Term of Reference (ToR) for TC45

Program of Work (cont)Program of Work (cont)

Upon completion of the Previous Items, the role of the Upon completion of the Previous Items, the role of the Technical Committee will be: Technical Committee will be:

(3) To assume responsibility for maintaining the Ecma (3) To assume responsibility for maintaining the Ecma Office Open XML standardOffice Open XML standard

(4) To evaluate and consider proposals for (4) To evaluate and consider proposals for complementary or additional technologycomplementary or additional technology

(5) To assume responsibility for the evolution of the (5) To assume responsibility for the evolution of the Ecma standard while ensuring backward Ecma standard while ensuring backward compatibility with the previous versions to compatibility with the previous versions to guarantee continuity in the use of the current and guarantee continuity in the use of the current and future formatsfuture formats

(6) To establish and maintain liaison with other Ecma (6) To establish and maintain liaison with other Ecma TCs and with other Standards Development TCs and with other Standards Development Organizations (SDOs) as appropriate to facilitate and Organizations (SDOs) as appropriate to facilitate and promulgate the work of the TCpromulgate the work of the TC

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Ecma InternationalEcma InternationalEcma track record and experience

Excellent industry experience and successExcellent industry experience and success

Longevity, credibility, broad acceptanceLongevity, credibility, broad acceptance

International presence

EcmaSuccessful submittal of ISO approved initiatives & standards

ISO standard addresses end user requirement

FAST Track program

Provide Open XML with guidance and direction for ISO/IEC

Submission of Open XML standard for adoption by ISO/IEC JTC 1

Ecma Call to ActionApproval of TC45 & Terms of Reference (ToR)

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QuestionsQuestions

Jean Paoli, Microsoft & Ecma TC45 Co-ChairJean Paoli, Microsoft & Ecma TC45 Co-ChairEmail : Email : [email protected]@microsoft.com

Phone: +1 (425) 706 5031Phone: +1 (425) 706 5031

Isabelle Valet-Harper, Microsoft & Ecma TC45 Co-Isabelle Valet-Harper, Microsoft & Ecma TC45 Co-Chair, MS GA Ecma RepresentativeChair, MS GA Ecma Representative

Email : Email : [email protected]@microsoft.com

Phone: +1 (650) 693 2809Phone: +1 (650) 693 2809

Adam Adam FarquharFarquhar, the British Library & Ecma TC45 , the British Library & Ecma TC45 Vice-Chair Email: Vice-Chair Email: [email protected]@bl.uk

Phone: +44 (0)1937 54 6515 Phone: +44 (0)1937 54 6515

Brian Jones, Microsoft & Ecma TC45 Technical Brian Jones, Microsoft & Ecma TC45 Technical ArchitectArchitect

Email: Email: [email protected]@microsoft.com Phone: +1 (425) 705 4233Phone: +1 (425) 705 4233